RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$111M
3
+$91.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$64.6M

Top Sells

1
+$3.96M
2
+$3.16M
3
+$2.84M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.73M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.59M

Sector Composition

1 Technology 12.23%
2 Financials 8.2%
3 Consumer Discretionary 4.64%
4 Industrials 4.4%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$250K 0.01%
4,579
+89
852
$250K 0.01%
1,709
-1,980
853
$250K 0.01%
+5,006
854
$250K 0.01%
5,749
-764
855
$248K 0.01%
1,378
-16
856
$247K 0.01%
+2,715
857
$246K 0.01%
23,100
-931
858
$246K 0.01%
+36,392
859
$246K 0.01%
701
-832
860
$245K 0.01%
1,494
861
$245K 0.01%
8,278
-23,830
862
$242K 0.01%
5,414
-2,098
863
$242K 0.01%
5,031
+1,416
864
$241K 0.01%
6,624
+754
865
$241K 0.01%
+3,858
866
$240K 0.01%
6,001
-1,248
867
$237K 0.01%
+2,719
868
$237K 0.01%
418
869
$236K 0.01%
+4,182
870
$236K 0.01%
+4,822
871
$235K 0.01%
+15,444
872
$234K 0.01%
5,226
873
$234K 0.01%
31,690
+10,319
874
$234K 0.01%
5,530
875
$233K 0.01%
3,110
-7,135
33 34
35
36 37